The idea this is worth ~450M (17.33 - 6.77 x 43.34M OS) more today than 2 days ago seems absurd.
- 7-day data were only ~2.5 logs when you exclude the one rapid responder. Even at day 29, most had ~3 log reduction
- Running a trial in the US will be very challenging
- FDA has recently told Santaris they would need quite long follow up data ( 5 years )
- FDA unlikely to approve a drug based on RVR data and will still require 12 weeks. I don't see any reason for them to change their minds here especially with Harvoni and ABBV regimen coming.
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